Peak Asset Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,394
| Closed | -$1.15M | – | 147 |
|
|
2023
Q4 | $1.15M | Sell |
4,394
-120
| -3% | -$31.3K | 0.25% | 69 |
|
|
2023
Q3 | $865K | Hold |
4,514
| – | – | 0.21% | 75 |
|
|
2023
Q2 | $953K | Sell |
4,514
-5
| -0.1% | -$1.06K | 0.22% | 72 |
|
|
2023
Q1 | $960K | Sell |
4,519
-16
| -0.4% | -$3.4K | 0.23% | 72 |
|
|
2022
Q4 | $864K | Buy |
4,535
+149
| +3% | +$28.4K | 0.23% | 72 |
|
|
2022
Q3 | $531K | Sell |
4,386
-130
| -3% | -$15.7K | 0.15% | 80 |
|
|
2022
Q2 | $617K | Sell |
4,516
-175
| -4% | -$23.9K | 0.17% | 84 |
|
|
2022
Q1 | $898K | Sell |
4,691
-90
| -2% | -$17.2K | 0.21% | 74 |
|
|
2021
Q4 | $963K | Sell |
4,781
-30
| -0.6% | -$6.04K | 0.22% | 72 |
|
|
2021
Q3 | $1.06M | Buy |
4,811
+289
| +6% | +$63.6K | 0.26% | 63 |
|
|
2021
Q2 | $1.08M | Sell |
4,522
-39
| -0.9% | -$9.34K | 0.27% | 64 |
|
|
2021
Q1 | $1.16M | Buy |
4,561
+195
| +4% | +$49.7K | 0.28% | 66 |
|
|
2020
Q4 | $935K | Buy |
4,366
+1,154
| +36% | +$247K | 0.24% | 66 |
|
|
2020
Q3 | $531K | Buy |
3,212
+117
| +4% | +$19.3K | 0.16% | 79 |
|
|
2020
Q2 | $567K | Buy |
+3,095
| New | +$567K | 0.18% | 72 |
|
|
2016
Q4 | – | Sell |
-1,518
| Closed | -$200K | – | 148 |
|
|
2016
Q3 | $200K | Buy |
+1,518
| New | +$200K | 0.08% | 137 |
|